HJGA
SCHW

Hardman Johnston Global Advisors’s Charles Schwab SCHW Stock Holding History

Hardman Johnston Global Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.5M Sell
298,535
-3,045
-1% -$278K 0.97% 24
2026
Q1 		$28.3M Sell
301,580
-28,299
-9% -$2.78M 1.35% 18
2025
Q4 		$33M Sell
329,879
-32,688
-9% -$3.1M 1.57% 17
2025
Q3 		$34.6M Sell
362,567
-81,691
-18% -$7.75M 1.7% 16
2025
Q2 		$40.5M Buy
444,258
+1,305
+0.3% +$109K 1.8% 18
2025
Q1 		$34.7M Sell
442,953
-7,540
-2% -$592K 1.66% 22
2024
Q4 		$33.3M Sell
450,493
-93,200
-17% -$6.97M 1.38% 28
2024
Q3 		$35.2M Sell
543,693
-22,880
-4% -$1.5M 1.38% 25
2024
Q2 		$41.8M Buy
566,573
+177,346
+46% +$13.1M 1.61% 21
2024
Q1 		$28.2M Buy
+389,227
New +$25.6M 0.97% 32

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Hardman Johnston Global Advisors's SCHW Position: Q2 2026 in Review

Hardman Johnston Global Advisors reduced its Charles Schwab (SCHW) stake by 1% in Q2 2026, selling an estimated $278K and leaving 298,535 shares worth $27.5M. The position accounts for 0.97% of the portfolio, ranked #24.

Hardman Johnston Global Advisors first reported a position in SCHW in Q1 2024 and has held it in 10 quarters since. The position peaked at $41.8M in Q2 2024. 2,313 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Hardman Johnston Global Advisors held 298,535 shares of Charles Schwab worth $27.5M as of Q2 2026.
  • Hardman Johnston Global Advisors sold 3,045 Charles Schwab shares in Q2 2026, an estimated $278K.
  • Charles Schwab made up 0.97% of Hardman Johnston Global Advisors's portfolio in Q2 2026, its #24 holding.
  • Hardman Johnston Global Advisors first reported a position in Charles Schwab in Q1 2024 and has held it in 10 quarters since.
  • Hardman Johnston Global Advisors's Charles Schwab position peaked at $41.8M in Q2 2024.
  • 2,313 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Hardman Johnston Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.